Heritage Wealth Management (Arizona)’s Crown Castle CCI Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio CCI Stock Details CCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2.38M	Buy	17,570 +9,329	+113%	+$1.26M	0.34%	53
2022 Q3	$1.19M	Buy	8,241 +189	+2%	+$32.3K	0.38%	51
2022 Q2	$1.36M	Sell	8,052 -154	-2%	-$28K	0.45%	46
2022 Q1	$1.51M	Buy	+8,206	New	+$1.46M	0.41%	48
2021 Q3	$955K	Buy	5,508 +705	+15%	+$136K	0.34%	55
2021 Q2	$937K	Buy	4,803 +51	+1%	+$9.55K	0.36%	59
2021 Q1	$818K	Buy	+4,752	New	+$761K	0.46%	51

Other funds holding CCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CCI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Crown Castle (CCI) stake by 113% in Q4 2022, buying an estimated $1.26M and bringing the position to 17,570 shares worth $2.38M. The position accounts for 0.34% of the portfolio, ranked #53.

Heritage Wealth Management (Arizona) first reported a position in CCI in Q1 2021 and has held it in 7 quarters since. 1,325 funds tracked by Wall St. Rank hold CCI as of Q4 2022.

Heritage Wealth Management (Arizona) held 17,570 shares of Crown Castle worth $2.38M as of Q4 2022.
Heritage Wealth Management (Arizona) bought 9,329 Crown Castle shares in Q4 2022, an estimated $1.26M.
Crown Castle made up 0.34% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #53 holding.
Heritage Wealth Management (Arizona) first reported a position in Crown Castle in Q1 2021 and has held it in 7 quarters since.
1,325 funds tracked by Wall St. Rank held Crown Castle as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.